We are live on ! Find out more
BXMT icon

Blackstone Mortgage Trust

136 hedge funds and large institutions have $1.27B invested in Blackstone Mortgage Trust in 2014 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 36 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 36

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

7% more capital invested

Capital invested by funds: $1.19B → $1.27B (+$78.8M)

5% more funds holding

Funds holding: 130136 (+6)

1.73% less ownership

Funds ownership: 84.49%82.75% (-1.7%)

80% less call options, than puts

Call options by funds: $190K | Put options by funds: $927K

Holders
136
Holders Change
+6
Holders Change %
+4.62%
% of All Funds
3.95%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.2%
New
22
Increased
57
Reduced
36
Closed
16
Calls
$190K
Puts
$927K
Net Calls
-$737K
Net Calls Change
-$898K
Name Holding Trade Value Shares
Change
Change in
Stake
CCP
101
Clarkston Capital Partners
Michigan
$407K +$428K +15,000 New
WSCM
102
Wellington Shields Capital Management
New York
$401K +$422K +14,800 New
LPC
103
Loeb Partners Corp
New York
$393K
Invesco
104
Invesco
Georgia
$357K +$13.6K +478 +4%
Cambridge Investment Research Advisors
105
Cambridge Investment Research Advisors
Iowa
$347K +$365K +12,796 New
Thrivent Financial for Lutherans
106
Thrivent Financial for Lutherans
Minnesota
$305K +$321K +11,250 New
MIM
107
Mittleman Investment Management
New York
$289K -$1.86K -65 -0.6%
IIM
108
Ironwood Investment Management
Massachusetts
$277K +$292K +10,215 New
SL
109
Summitry LLC
California
$273K
Connor, Clark & Lunn Investment Management (CC&L)
110
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$268K +$283K +9,900 New
CAM
111
ClariVest Asset Management
California
$228K
SWP
112
Stratos Wealth Partners
Ohio
$223K +$235K +8,228 New
BA
113
BlackRock Advisors
Delaware
$203K
WIL
114
Winifred I. Li
$167K +$78.5K +2,750 +81%
US Bancorp
115
US Bancorp
Minnesota
$133K +$48.5K +1,699 +53%
Creative Planning
116
Creative Planning
Kansas
$115K -$3.57K -125 -3%
PAM
117
Paradigm Asset Management
New York
$100K +$5.71K +200 +6%
ClearBridge Investments
118
ClearBridge Investments
New York
$95K -$14.3K -500 -13%
STC
119
SEI Trust Company
Pennsylvania
$88K +$35.4K +1,240 +62%
PTC
120
Private Trust Company
Ohio
$81K +$85.6K +3,000 New
Nomura Holdings
121
Nomura Holdings
Japan
$67K +$70.1K +2,456 New
Group One Trading
122
Group One Trading
Illinois
$47K +$49.1K +1,720 New
WRM
123
Westport Resources Management
Connecticut
$45K
WA
124
WFG Advisors
Texas
$33K
RNS
125
Robert N. Shapiro
$26K +$8.56K +300 +46%

BXMT Hedge Fund Activity: Q3 2014 in Review

136 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Blackstone Mortgage Trust (BXMT) for Q3 2014, worth a combined $1.27B — up 6.6% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new BXMT positions and 16 closed out — a net gain of 6 holders — while 57 added to existing stakes and 36 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $59.6M. The largest seller was Soros Fund Management, exiting entirely with an estimated $26.7M sold.

  • 136 institutional investors held Blackstone Mortgage Trust (BXMT) as of Q3 2014, up from 130 in Q2 2014.
  • Funds reported $1.27B of Blackstone Mortgage Trust stock for Q3 2014, up 6.6% quarter-over-quarter.
  • 22 funds opened new Blackstone Mortgage Trust positions in Q3 2014 and 16 closed out, a net change of +6 holders.
  • The largest Blackstone Mortgage Trust buyer in Q3 2014 was Neuberger Berman Group, an estimated $59.6M added.
  • The largest Blackstone Mortgage Trust seller in Q3 2014 was Soros Fund Management, an estimated $26.7M sold.

Based on aggregated 13F filings for Q3 2014.